Voices: Greg Curtis, on Preserving the Wealth After Selling the Business

Jan. 15, 2014 11:36 a.m. ET

Voices is an occasional column that allows wealth managers to address issues of interest to the advisory community. Greg Curtis is chairman of Greycourt, an independent investment advisory firm in Pittsburgh.

At our firm, we work with ultra-high-net-worth clients who have between $30 million and a few billion dollars in net worth. And in...